MILLER VALUE PARTNERS, LLC

50 S. Lemon Ave.
#302
Sarasota, Florida 34236
Tel: 410-454-3130

About MILLER VALUE PARTNERS, LLC

MILLER VALUE PARTNERS, LLC, formally registered with the SEC as MILLER VALUE PARTNERS, LLC. The firm was established in 12/01/1999. They have over 3 offices throughout the country.

MILLER VALUE PARTNERS, LLC is a Sarasota, Florida based Financial Planning firm with nearly $237,703,261 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110632
SEC#	801-56989
Assets Managed by Firm	$237,703,261
No. of Clients	14
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (SMA MODEL PROGRAM)

Firm Client Information

	No. of Clients	AUM
Firm Total	14	$237,703,261
High net worth individuals	8	$60,450,668
Other investment advisers	1	$10,287,413
Corporations or other businesses	1	$1,369,199

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